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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
451
ACAS LLC
California
$752K +$5.13K +37 +0.6%
AWA
452
Amplius Wealth Advisors
Pennsylvania
$747K -$32.3K -233 -4%
CHC
453
City Holding Co
West Virginia
$744K +$6.92K +50 +0.9%
SFC
454
Strategic Financial Concepts
Texas
$741K +$335K +2,421 +75%
EFS
455
Essex Financial Services
Connecticut
$741K +$11.9K +86 +2%
PFC
456
Phocas Financial Corp
California
$732K – – –
CBFP
457
Cedar Brook Financial Partners
Ohio
$730K -$34.3K -248 -4%
FHA
458
Flagship Harbor Advisors
Massachusetts
$727K +$1.11K +8 +0.1%
FOA
459
Five Oceans Advisors
California
$718K -$40.4K -292 -5%
SLT
460
St Louis Trust
Missouri
$718K – – –
FAT
461
First American Trust
California
$715K +$62.5K +451 +9%
MFG
462
Magnus Financial Group
New York
$714K +$7.89K +57 +1%
HWA
463
Heartwood Wealth Advisors
Virginia
$709K – – –
HNB
464
Huntington National Bank
Ohio
$708K – – –
NSIM
465
North Star Investment Management
Illinois
$703K +$2.08K +15 +0.3%
OIA
466
OneDigital Investment Advisors
Kansas
$698K -$93.4K -674 -11%
UFA
467
US Financial Advisors
Massachusetts
$698K +$33.8K +244 +5%
CC
468
Courier Capital
New York
$698K – – –
CFA
469
Cahill Financial Advisors
Minnesota
$697K +$7.76K +56 +1%
AWA
470
Aaron Wealth Advisors
Illinois
$691K – – –
LG
471
LAM Group
Oregon
$691K – – –
GVAG
472
Great Valley Advisor Group
Delaware
$686K -$38.2K -276 -5%
TC
473
TownSquare Capital
Utah
$685K -$281K -2,032 -28%
KA
474
Kovack Advisors
Florida
$681K -$7.76K -56 -1%
SFP
475
Strategic Financial Partners
Oregon
$675K +$554 +4 +0.1%
17 18
19
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